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Community Banking, VP - Relationship Manager

Chicago, IL, USA | Wintrust Financial

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
    5-7 years
Job Description:
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The Business Banking Relationship Manger is responsible for acquisition, retention and expansion of new and existing loan, deposit and treasury relationships.This position provides exceptional customer service by taking ownership of the customer experience.

Responsibilities include:

Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.

Managing and growing existing customer relationships with businesses that generally have $0M to $1 to $2M in revenue.

Takes ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.

Executes exemplary portfolio management via the following by:

Maintaining appropriate risk rating on all credits at all times

Managing administrative past dues to 0% at all times

Managing delinquencies as close to 0% at all times

Keeping documentation exceptions to a minimum

Maintaining covenant tracking without missing testing dates

Limit reporting tickler exceptions to a minimum

Works closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.

Takes part in bank events during and after hours.

Responsible for understanding the impact of lending on the bank’s CRA goals


The ideal candidate has 5-7 years’ experience managing a portfolio of commercial banking clients

Bachelor’s Degree or equivalent in Finance, Economics or related quantitative field. 

Formal credit training preferred

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